Mid-cap managers, and what they own
105 strategies from 58 managers run a mid-cap strategy. Between them they have published 323 letters — every position and every thesis below is quoted from the letter it came from.
- Guinness Global Quality Mid Cap Fund11 letters
Guinness · Global Mid-cap Quality · 42 companies · latest Aug 2026
- AVI Global Special Situations Fund9 letters
AVI · Global Mid-cap Opportunistic · 16 companies · latest Aug 2026
- Baron Discovery Fund8 letters
Baron · US Mid-cap Growth · 28 companies · latest Jun 2026
- Aristotle Small Mid Cap Equity7 letters
Aristotle · US Mid-cap · 26 companies · latest Jun 2026
- Greenhaven Road Capital7 letters
Greenhaven Road Capital · Global Mid-cap · 21 companies · latest Jun 2026
- Heartland Advisors Mid Cap Value Strategy7 letters
Heartland Advisors · US Mid-cap Value · 10 companies · latest Jun 2026
- Horizon Kinetics7 letters
Horizon Kinetics · North America Mid-cap · 20 companies · latest Jun 2026
- Praetorian Capital7 letters
Praetorian Capital · Mid-cap · 6 companies · latest Jun 2026
- Alger Mid Cap Growth Fund6 letters
Alger · Mid-cap Growth · 4 companies · latest Mar 2026
- Diamond Hill Mid Cap Fund6 letters
Diamond Hill · US Mid-cap · 20 companies · latest Jun 2026
- Fiduciary Management6 letters
Fiduciary Management · Global Mid-cap · 25 companies · latest Jun 2026
- Heartland Advisors Value Strategy6 letters
Heartland Advisors · US Mid-cap Value · 8 companies · latest Jun 2026
- Infuse AM6 letters
Infuse · Mid-cap · 6 companies · latest Mar 2026
- Pender US Small Mid Cap Equity Fund6 letters
Pender · US Mid-cap · 11 companies · latest Jul 2026
- Riverwater Sustainable Value6 letters
Riverwater Partners · US Mid-cap Value · 27 companies · latest Jun 2026
- Royce6 letters
Royce Investment Partners · US Mid-cap · 15 companies · latest Jun 2025
- Third avenue Value Fund6 letters
Third Avenue · Global Mid-cap Value · 30 companies · latest Jun 2026
- Upslope capital6 letters
Upslope capital · Global Mid-cap · 11 companies · latest Mar 2026
- Alger Mid Cap Focus Fund5 letters
Alger · US Mid-cap · 2 companies · latest Mar 2026
- Artisan US Mid Cap Growth Strategy5 letters
Artisan Partners · US Mid-cap Growth · 18 companies · latest Sep 2025
- Heartland Advisors Value Plus Fund5 letters
Heartland Advisors · US Mid-cap Value · 9 companies · latest Jun 2026
- Munro Global growth Small Mid Cap Fund5 letters
Munro · Global Mid-cap Growth · 20 companies · latest Jun 2026
- Orbis International Equity5 letters
Orbis · International Mid-cap · 5 companies · latest Dec 2025
- Palm Valley CM5 letters
Palm Valley Capital Management · Mid-cap · 7 companies · latest Mar 2026
- REQ5 letters
REQ · Global Mid-cap · 22 companies · latest Jul 2026
- Ariel International4 letters
Ariel Investments · International Mid-cap · 7 companies · latest Dec 2025
- Artisan US Mid Cap Value Strategy4 letters
Artisan Partners · US Mid-cap Value · 3 companies · latest Jun 2025
- Cambiar Smid Fund4 letters
Cambiar Investors · Mid-cap · 17 companies · latest Jun 2026
- ClearBridge Investments SMID Cap Growth Strategy4 letters
Clearbridge Investments · US Mid-cap Growth · 36 companies · latest Jun 2026
- Clearbridge Mid Cap Strategy4 letters
Clearbridge Investments · Mid-cap · 5 companies · latest Dec 2025
- Diamond Hill Small Mid Cap Fund4 letters
Diamond Hill · Mid-cap · 16 companies · latest Jun 2026
- East 72 Dynasty Trust4 letters
East72 · Europe Mid-cap · 9 companies · latest Mar 2026
- Greenlight Capital4 letters
Greenlight · Global Mid-cap · 8 companies · latest Mar 2026
- Harding Loevner Frontier Emerging Markets Equity4 letters
Harding Loevner · Emerging markets Mid-cap · 16 companies · latest Jul 2026
- Polen Global SMID Company Growth4 letters
Polen Capital · Global Mid-cap Growth · 6 companies · latest Jun 2025
- Royce Invest4 letters
Royce Investment Partners · US Mid-cap · 18 companies · latest Dec 2025
- Third Avenue Real Estate Value Fund4 letters
Third Avenue · Global Mid-cap Real Estate · 34 companies · latest Jun 2026
- Ariel Mid Cap Value3 letters
Ariel Investments · Mid-cap Value · 5 companies · latest Mar 2026
- Artisan Partners Non-U.S. Small-Mid Growth Strategy3 letters
Artisan Partners · International Mid-cap Growth · 28 companies · latest Jun 2026
- Artisan Partners U.S. Mid‑Cap Growth Strategy3 letters
Artisan Partners · US Mid-cap Growth · 29 companies · latest Jun 2026
- Artisan Partners U.S. Mid‑Cap Value Strategy3 letters
Artisan Partners · US Mid-cap Value · 18 companies · latest Jun 2026
- Baron Growth Fund3 letters
Baron · Mid-cap Growth · 5 companies · latest Mar 2026
- Baron SMID Cap ETF3 letters
Baron · US Mid-cap · 27 companies · latest Jun 2026
- Brown Advisory Mid Cap Growth3 letters
Brown Advisory · US Mid-cap Growth · 40 companies · latest Jun 2026
- Clearbridge Mid Cap Growth Strategy3 letters
Clearbridge Investments · Mid-cap Growth · 2 companies · latest Sep 2025
- Conestoga3 letters
Conestoga Capital Advisors · Mid-cap · 7 companies · latest Sep 2025
- EQUAM Global Value Fund3 letters
Equam · Global Mid-cap Value · 14 companies · latest Jun 2026
- Palm Valley Capital3 letters
Palm Valley Capital Management · US Mid-cap · 12 companies · latest Jun 2026
- Royal London UK Mid Cap Growth Fund3 letters
Royal London Asset Management · UK Mid-cap Growth · 2 companies · latest Dec 2025
- TCW Relative Value Mid Cap Fund3 letters
TCW · Mid-cap Value · 5 companies · latest Sep 2025
- The London Company Mid Cap3 letters
The London Company · Mid-cap · 3 companies · latest Dec 2025
- AMG River Road Mid Cap Value Fund2 letters
AMG River Road Mid Cap Value Fund · Mid-cap Value · 1 company · latest Jun 2025
- AMG River Road Small Mid Cap Value Fund2 letters
AMG River Road Mid Cap Value Fund · Mid-cap Value · 1 company · latest Jun 2025
- Ariel Focused Value2 letters
Ariel Investments · Mid-cap Value · 5 companies · latest Mar 2026
- Ariel Small Mid Cap Value2 letters
Ariel Investments · Mid-cap Value · latest Mar 2026
- Artisan Non US Small Mid Growth Strategy2 letters
Artisan Partners · International Mid-cap Growth · 4 companies · latest Jun 2025
- Black Bear Value Fund2 letters
Black Bear Value Partners · Mid-cap Value · 12 companies · latest Jun 2026
- Black Bear value partners2 letters
Black Bear Value Partners · North America Mid-cap Value · 8 companies · latest Dec 2025
- Hotchkis & Wiley Mid‑Cap Value Strategy2 letters
Hotchkis & Wiley · Mid-cap Value · 10 companies · latest Jun 2026
- Longleaf Partners International Fund2 letters
Longleaf · International Mid-cap · 6 companies · latest Jun 2025
- Loomis Sayles Small Mid Cap Growth Fund2 letters
Loomis Sayles · Mid-cap Growth · latest Jun 2025
- Madison Mid Cap Fund2 letters
Madison Investments · Mid-cap · 3 companies · latest Jun 2025
- Parnassus Mid Cap Fund2 letters
Parnassus Investments · US Mid-cap · 3 companies · latest Dec 2025
- Parnassus Mid Cap Growth Fund2 letters
Parnassus Investments · US Mid-cap Growth · 2 companies · latest Mar 2025
- Polen 5Perspectives Small Mid Growth2 letters
Polen Capital · Mid-cap Growth · 5 companies · latest Jun 2026
- Polen US Smid Cap Growth2 letters
Polen Capital · US Mid-cap Growth · latest Dec 2025
- Polen US Smid Company Growth2 letters
Polen Capital · US Mid-cap Growth · 9 companies · latest Mar 2025
- Renaissance IM Midcap Growth2 letters
Renaissance · Mid-cap Growth · 7 companies · latest Jun 2026
- SouthernSun Smid Cap2 letters
Southernsun · Mid-cap · latest Jun 2025
- Spheria Opportunities Fund2 letters
Spheria Global Opportunities Fund · Mid-cap Opportunistic · 15 companies · latest Jul 2026
- The London Company Smid Cap2 letters
The London Company · Mid-cap · 1 company · latest Dec 2025
- TimesSquare U.S. Mid Cap Growth Strategy2 letters
TimesSquare Capital Management · US Mid-cap Growth · 42 companies · latest Jun 2026
- Vela International Fund2 letters
Vela Funds · International Mid-cap · 5 companies · latest Sep 2025
- White Falcon Capital Management2 letters
White Falcon Capital Management · Mid-cap · 7 companies · latest Dec 2025
- Brown Advisory Global Value Select Strategy1 letter
Brown Advisory · Global Mid-cap Value · 24 companies · latest Jun 2026
- Brown Advisory US Mid Cap Growth Fund1 letter
Brown Advisory · US Mid-cap Growth · 3 companies · latest Jun 2025
- Buffalo Mid Cap Discovery Fund1 letter
Buffalo funds · Mid-cap Growth · 6 companies · latest Mar 2026
- Buffalo Mid Cap Growth Fund1 letter
Buffalo funds · Mid-cap Growth · 4 companies · latest Mar 2026
- Cambiar Smid Cap fund1 letter
Cambiar Investors · Mid-cap · latest Mar 2026
- Conestoga Capital Advisors1 letter
Conestoga Capital Advisors · Mid-cap · 6 companies · latest Mar 2026
- Diamons Hill Small Mid Cap Fund1 letter
Diamond Hill · Mid-cap · 3 companies · latest Dec 2024
- Maran Capital Management1 letter
Maran Capital · Mid-cap · 6 companies · latest Jun 2026
- Massif Capital Real Assets Strategy1 letter
Massif Capital · Mid-cap · 18 companies · latest Jun 2026
- Miller Value Partners Small & Mid Caps Strategy1 letter
Miller Value Partners · Mid-cap Value · latest Apr 2026
- Night Watch1 letter
Night Watch · Mid-cap · 8 companies · latest Sep 2025
- Pender US Small Mid1 letter
Pender · US Mid-cap · 2 companies · latest Mar 2025
- Polen US SMID Growth1 letter
Polen Capital · US Mid-cap Growth · latest Mar 2025
- Pzena IM Global Best Ideas1 letter
Pzena · Global Mid-cap · 7 companies · latest Jun 2026
- Rewey AM RAM Smid Value Composite1 letter
Rewey · Mid-cap Value · 8 companies · latest Jun 2026
- Rothshild&Co LongRun Swiss Small Mid1 letter
Rothschild & Co · Mid-cap · latest Mar 2025
- Royal London AM UK Mid Cap Growth Fund1 letter
Royal London Asset Management · UK Mid-cap Growth · 16 companies · latest Jun 2026
- RS Mid Cap Growth Strategy1 letter
RS Investments · Mid-cap Growth · latest Jun 2025
- RS Mid Cap Value Strategy1 letter
RS Investments · Mid-cap Value · latest Mar 2025
- SouthernSun AM SMID Cap Composite1 letter
Southernsun · Mid-cap · 6 companies · latest Jun 2026
- Southernsun Smid Cap Investment1 letter
Southernsun · Mid-cap · latest Sep 2025
- Southersun Smid Cap Investment1 letter
Southernsun · Mid-cap · latest Mar 2025
- The London Company Mid Cap Equity1 letter
The London Company · Mid-cap · latest Jun 2025
- The London Company Small Mid Cap1 letter
The London Company · Mid-cap · latest Mar 2025
- The London Company Smid Cap Equity1 letter
The London Company · Mid-cap · 1 company · latest Jun 2025
- TimesSquare U.S. Focused Mid Cap Growth Strategy1 letter
TimesSquare Capital Management · US Mid-cap Growth · 13 companies · latest Mar 2026
- Timessquare US Mid Cap Growth Strategy1 letter
TimesSquare Capital Management · US Mid-cap Growth · latest Sep 2025
- Timessquare US Small Mid Cap Growth Strategy1 letter
TimesSquare Capital Management · US Mid-cap Growth · latest Sep 2025
- Turtle Creek1 letter
Turtle Creek · Mid-cap · 5 companies · latest Sep 2025
- Black Bear0 letters
Black Bear Value Partners · Mid-cap · 7 companies · latest Sep 2025
- Heartland Mid Cap Value Plus Fund0 letters
Heartland Advisors · US Mid-cap Value · 2 companies · latest Sep 2025